Musings on Markets

JANUARY 12, 2021

To sit on the live classes, you have to be a Stern student enrolled in the class, but I plan to record the classes and you can watch those recordings either on my website or on YouTube (where each class will have its own playlist), and access supplementary material (slides, post-class tests).

Valuation 52

Valuation Corporate Finance Finance Investments 52

Musings on Markets

MARCH 8, 2023

The dividend principle, which is the focus of this post is built on a very simple principle, which is that if a company is unable to find investments that make returns that meet its hurdle rate thresholds, it should return cash back to the owners in that business.

Hurdle Rate 91

Hurdle Rate Corporate Finance Investments Finance 91

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Musings on Markets

JANUARY 5, 2024

After all, I had no plans on becoming a data service, and making them available to others cost me absolutely nothing. Employee Count & Compensation I nvesting Principle Financing Principle Dividend Principle Hurdle Rate Project Returns Financing Mix Financing Type Cash Return Dividends/Buyback s 1. Beta & Risk 1.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. That means a low hurdle rate. And so we always have to make sure we have the team, the plan and the capabilities to do just that. We made the choice of, you know, we’re going to eliminate that legacy.

Leadership 107

Leadership Investments Profit and Loss Technology 107

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

NOVEMBER 8, 2022

There’s no activity in finance that doesn’t involve an interest rate. Even if you have a Soviet planned economy, you need to allocate resources across time. I mean, I cite a description of the failure of the Soviet economy. So in that sense, the time value of money is sort of first thing one learns in finance.

Valuation 56

Valuation Finance Investments Banking 56